Notes On The GOP's Erosion In The Southwest

This analysis was originally published on election night in 2018 and has been updated for release today.

As President Trump and Beto O'Rourke hold dueling political events in El Paso today, it is worth noting just how much the Southwest - an area which for the purposes of this analysis includes AZ, CA, CO, NM, NV and TX - has eroded for the GOP since Trump was nominated in 2016.  This erosion remains one of the most significant recent developments in American politics, as it involves a large region of the country which includes our two largest states. 

As background the three states which saw the biggest movement towards the Democrats in 2016 were, in order, CA (7pts), TX (6.8pts) and AZ (5.5pts). Polling throughout the 2018 cycle showed significant weakness for Trump in the region, and the bottom fell out here on election night 2018.  In Texas, Beto O'Rourke got within 2 1/2 points of Ted Cruz, helped Dems win 2 Congressional seats and many down ballot races, and held 6 GOP reps to 51% or less (TX-10, 21, 22, 23, 24 and 31).  Kyrsten Sinema became the first Democrat to win a Senate seat in Arizona since 1988, and Dems now hold a 5-4 advantage in the AZ Congressional delegation. Democrats had very good/blowout nights in Colorado, Nevada and New Mexico, so much so that there are questions about whether these states will remain in the Presidential battleground in 2020.  Democrats picked up 12 House seats previously held by Republicans in the Southwest, including 7 in California alone, a state where the GOP didn’t even have a Senate candidate on the ballot and where voters with no party preference now outnumber Republicans in registration (and the home of the two most significant GOP Presidents in the past 50 years).  We saw intensity too.  AZ, NV and TX saw more people vote early this year than voted in all of 2014, the only 3 states to see that level of increase.  All in all it was just a huge and game changing wipeout in this region for Trump.

Trump has remained extremely unpopular in the region since November 6th. According to Morning Consult's state polling project, Trump's approval was -18, -18, and -13 in Colorado, New Mexico, and Nevada in January 2019. Perhaps ever more worrisome for Rs, he was -7 in purple Arizona, and -1 in red Texas. These current ratings represent significant falls in Trump's approval even since his loss in the midterms. Compared to November 2018, his net approval today has fallen by 8 points in each of Colorado, Nevada, and Texas, and by 3 and 5 points in New Mexico and Arizona.

Over the last two years there was always this sense that while the President’s thunderous championing of white nationalist, xenophobic and anti-immigrant rhetoric and policies was hurting him in the heavily Mexican-American parts of the US, it was the key to unlock the Rustbelt and Midwest.  Given the really bad election the GOP had in the northern part of the US in 2018 that no longer appears to be true. Trump may have used the caravan to win in very red and rural places like Indiana, Missouri and Tennessee, but Democrats made significant gains in critical 2020 battlegrounds IA, MI, PA and WI. 

Trump's big play on the border appears to be a very costly failure for him and the GOP - it hasn't locked up the industrial north as they hoped, it has caused what I believe to be a structural shift against Republicans in a big region of the country and his overall poll numbers are far below where he was on his dismal election night in 2018.  Recall that as recently as 2004 Bush won AZ, CO, NM and NV and Senator Kerry didn't even contest CO that year.  Trump has accelerated the movement of the heavily Mexican-American part of the US from lean R to deep blue and purple now.  If CO, NM and NV are now gone for Republicans, and Arizona and Texas have become true 2020 battlegrounds, the political costs to the GOP of Trump's Presidency will have been significant. 

Related Writings:

Backlash To Trumpism Brewing In The Border Region - Simon Rosenberg, NDN, 5/7/18 - There is a growing body of evidence Trumpism is hurting the GOP brand in the border region. Big implications for 2018, 2020 too. 

Trump Is Right To Be Worried About Arizona (And Texas Too) - Simon Rosenberg, NDN, 8/21/17 - It is instructive that some of the most powerful opposition to Trump's agenda is coming from Arizona. He is right to be worried about it.

The GOP Should Be Worried About Texas - Simon Rosenberg, U.S. News & World Report, 10/27/16 - Texas has a higher percentage of both millennials and Hispanics today than California, suggesting that with a significant investment in the coming years Texas could indeed follow California, Colorado, Nevada, New Mexico and now Arizona from red to blue.